Ten Capital Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ten Capital Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-63	Closed	-$3.03K	–	477
2023 Q1	$3.03K	Hold	63	–	–	﹤0.01%	445
2022 Q4	$2.83K	Hold	63	–	–	﹤0.01%	421
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	470
2022 Q2	$3K	Buy	+63	New	+$3.04K	﹤0.01%	374
2022 Q1	–	Sell	-30	Closed	-$2K	–	538
2021 Q4	$2K	Sell	30 -113	-79%	-$6.1K	﹤0.01%	427
2021 Q3	$7K	Sell	143 -81,409	-100%	-$4.22M	﹤0.01%	300
2021 Q2	$4.11M	Sell	81,552 -530	-0.6%	-$26K	0.93%	30
2021 Q1	$3.83M	Sell	82,082 -5,582	-6%	-$253K	0.93%	30
2020 Q4	$3.85M	Sell	87,664 -1,321	-1%	-$55.1K	1.08%	27
2020 Q3	$3.5M	Buy	+88,985	New	+$3.46M	1.18%	26

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ten Capital Wealth Advisors's SPYM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2023, closing a stake of 63 shares — an estimated $3.03K sold.

Ten Capital Wealth Advisors first reported a position in SPYM in Q3 2020 and held it in 10 quarters. The position peaked at $4.11M in Q2 2021. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 63 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $3.03K.
Ten Capital Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.11M in Q2 2021.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.